AgentLocator + LeadConnector integrations
Manage new AgentLocator leads by adding or updating opportunities in LeadConnector
Streamline your workflow with this automation that connects AgentLocator and LeadConnector. Whenever a new lead is detected in AgentLocator, it immediately creates or updates an opportunity in LeadConnector. This ensures every potential client is promptly and accurately recorded, helping you to manage your leads more effectively and efficiently.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with AgentLocator and LeadConnector
Discover other triggers and actions you can use with AgentLocator and LeadConnector
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - First NameRequired
- Last Name
- EmailRequired
- Phone
- Source
- Lead Type
- Pipeline
- Tags
- Site
- Status
- Timestamp
- Description
ActionWrite- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite
- Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - LeadId
- First NameRequired
- Last Name
- EmailRequired
- Phone
- ExternalId
- Description
- Tags
ActionWrite- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite
Related categories
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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